| As of Date | 03/31/2026 |
| ADV Location | United States, NY |
| Adviser Type - Large advisory firm | |
| Number of Employees | 640 5% |
| of those in investment advisory functions | 160 14% |
| AUM* | 70,377,577,025 22% |
| of that, discretionary | 70,377,577,025 22% |
| Private Fund GAV* | 54,893,787,927 10% |
| Avg Account Size | 434,429,488 7% |
| SMA’s | Yes |
| Private Funds | 136 16 |
| Websites |
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count69 | GAV$36,528,533,503 |
| Fund TypePrivate Equity Fund | Count16 | GAV$ |
| Fund TypeSecuritized Asset Fund | Count39 | GAV$14,280,747,853 |
| Fund TypeOther Private Fund | Count12 | GAV$4,084,506,571 |